As a Certified Financial Planner™ professional with over 30 years of experience in the investment field, Bert has a broad knowledge of the many financial planning issues clients face, especially as they approach and reach retirement. With a philosophy of knowing his clients, understanding their individual needs, and having regular reviews, he provides his clients personalized, cost-effective investment and asset allocation solutions. He specializes in assisting medium to high-net worth clients with portfolio management and a well-planned and thought out retirement.
Bert is a past Board member of the Duneland Chamber of Commerce, St. Agnes Adult Day Service Center, and Neighborlink Porter County. His community involvement includes volunteering for projects with Neighborlink PC (Neighbors helping Neighbors) and being active in his church, teaching CCD classes on Sundays to 4th and 5th graders.
Additionally, Bert has earned the following designations:
- Certified Financial Planner™ - CFP®
- Retirement Income Certified Professional – RICP
- Chartered Financial Consultant – ChFC
- Chartered Retirement Plans Specialist - CRPS®
- Chartered Life Underwriter – CLU
- MBA from Indiana University
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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